3 Replies Latest reply on Jan 14, 2013 3:49 PM by Stephen Huston

    How to add a new transaction record?

    murphy233

      I have what should be asimple requirement. I have a databse containiing a fike of customer prospects.

      I want to place a follow up call to a prospect, and then create a file to record the results.

      The file to be created should contain the customer ID (from the prospect file). and other things such as date , comments etc

      The latter works ok and I am creatuing a record

      But for some rason I am unable to pass alomng the custoimer ID ( a number) to the new record

      I have tried writing scripts, debugginjg, and using the specify in the fied definition

      I suspect I am doing somethng silly as there must be an obvious solution to a common requirement